Call for Proposals


The deadline to submit a proposal is October 12, 2018.


The 2019 CASE VIII Conference committee is seeking presenters that will bring fresh perspectives to the 2019 delegation. Presentations should expand attendees’ thinking while also providing actionable plans, strategies and templates. Make them snappy and concise since this year we are keeping sessions to one hour in length. Life is short. Learn fast.

We are also encouraging proposals for hands-on workshops and master sessions. Sessions can be scheduled back to back to create a longer time frame to accommodate a master session or hands-on workshop.

Session Submission Guidelines

These guidelines will assist you with communicating your proposal submission to the selection committee. You will be required to identify the session format, audience level, learning areas, and core competencies in your submission.

Important points to consider prior to submitting a session proposal for consideration:

  • The deadline to submit a proposal is October 12, 2018.
  • Special consideration will be given to sessions with speakers from multiple institutions and from multiple areas within Advancement.
  • Special consideration will be given to proposals that demonstrate how to scale key concepts to advancement shops of all sizes (e.g., how strategies may be adapted by a smaller shop of five professionals versus by a larger shop 30+ professionals).
  • Special consideration will be given to presenters from outside the CASE VIII District.
  • Consultants and vendors are eligible to present as long as they are paired with an advancement professional working in a District VIII educational institution.
  • Special consideration will be given to proposals with a subject matter that align with the principles of diversity, equity, and inclusion in our field.

The advancement profession engages with a diverse community of stakeholders. Diversity and inclusion are important topics to consider when approaching our partners and donors. It is important that conference programming reflects the diversity and richness of members of our profession and the communities they serve. Therefore, sharing how we, as advancement professionals, approach diversity and inclusion is an important aspect to any proposal considered for the CASE District VIII conference.

By submitting the proposal submission form, you acknowledge that you understand and will comply with the requirements.

Content Tracks 

Alumni & Engagement
The Alumni & Engagement track strives to equip advancement professionals with tools and strategies to make powerful connections with their base to inspire action in support of higher education. From memorable events to meaningful communications, this track will cover how to include alumni in your advancement strategy, how to make them feel connected, and how to encourage them to give back to your institution in the way that makes the most sense for them – whether it be advocacy, volunteering, philanthropy, or simply showing up…or all of the above.

Information and Analysis
Time and energy is a limited resource—for our teams and our alumni. Make your data and information work for you in finding the best ways to deploy your efforts in engaging and soliciting your audiences. Whether it be prospecting for your next major donor, or creating the most effective market segment for your next event, or getting your renewal rates moving upward…you have more information than you can possibly use. Come and hear strategies for best ways to tame the data beast!

Marketing & Communications
How do we effectively communicate with alumni, donors, and partners? Through effective and innovative avenues, marketing and communications has become a critical piece to any advancement professional’s day-to-day work.

Fundraising & Philanthropy

  • Annual Giving
    Annual Giving is the foundation to any strong giving program and provides a pipeline for future major gifts. An effective annual giving program supports sustainability and identifies individuals, corporations or foundations who have an affinity to their institution. This track will focus on the ever-changing trends in annual giving.
  • Major Gifts
    The most impactful or transformational donations come in the form of major gifts. Today’s donors are becoming more sophisticated in how they provide funding. As major gift professionals, knowing the newest and most innovative ways to connect major gift donors with executives or faculty and staff will have the most impact in supporting the programs identified as key funding priorities.
  • Stewardship
    Once a gift is received, stewarding and saying thank you is the most important step. Successful advancement professionals should never be looking to secure a donation, but rather securing a lifelong connection. An effective stewardship/recognition plan facilitates a lasting relationship with donors. This track will focus on the stewardship and recognition practices that are making donors continue to provide support to institutions.

Session Format

Educational Presentation
The presenters have significant skills and experience in the subject matter and will share their knowledge in a formal presentation. The goal is to inform, challenge, and inspire participants representing independent schools, colleges, and larger universities.

A moderator guides a panel of experts in the subject matter through a topical presentation. Each member of the panel brings an insightful angle on the topic by describing his or her personal or institutional experience. The goal is to allow participants to get a cross-institutional overview of the topic. Each panel should have no more than three speakers.

Case Study
The presenters provide an in-depth description of a specific experience that yielded success. The planning process, methods and outcomes are shared. The goal is for participants to extrapolate information from a specific situation that may be relevant to their own shop.

Facilitated Group Discussion
Led by experienced and dynamic speakers, all participants are invited to share ideas and explore content area through breakout groups. Groups then share findings or ideas with all participants. Audience participation is the primary focus of the session. Facilitators are asked to tailor their presentation in a way that is applicable to advancement shops of all sizes.

Audience Level

  • Practical: Sessions provide introductory information to share with those who are looking to gain and improve skills.
  • Strategic: Sessions are for those who would like to gain deeper insight into the strategic thinking behind trending activities within the industry.
  • Leadership: Intended for those with over 10 years of experience in the field, these sessions will explore the multi-layered implications of key decisions and their impact.


Please contact your Program Committee co-chairs:



Copyright 2019 CASE District VIII. Photos courtesy of Tourism Vancouver.